Manager Loan Transactions - Full Time (Remote - USA)

Job Description

Job Description

Job Title: Manager Loan Transactions

Company: Trophy Point Investment Group

Location: Remote – U.S.A. based

Employment Type: Full-Time Contractor

Compensation: Based on experience

Company Website:

Position Summary

The Manager Loan Transactions will lead a team of 8–10 professionals - comprised of Loan Closers, Underwriters , and Loan Processors - both in the U.S. and the Philippines. The manager is responsible for overseeing the day-to-day operations of the department, ensuring proper compliance, and delivering a smooth borrower experience through the full loan cycle. This role is highly collaborative and essential to the successful funding of deals at Trophy Point.

Key Responsibilities

Loan Origination Oversight

• Ensure initial borrower intake, documentation requests, and data entry into HubSpot and Mortgage Automator are completed accurately
• Supervise loan intake activities to ensure each deal meets internal criteria before being passed to the next stage
• Provide guidance team on lead qualification, loan scenarios, and structuring

Loan Processing Oversight

• Monitor all active loan files in Mortgage Automator , ensuring timely updates and clear communication between departments
• Ensure Loan Transaction Specialists maintain checklist accuracy, document follow-ups, and escrow/title coordination
• Troubleshoot delays in document gathering or title-related issues and provide escalation paths
• Work with title companies (including internal title) to clear conditions prior to underwriting or closing

Underwriting Oversight

• Coordinate underwriter assignments and review timelines
• Ensure credit, income, asset, and collateral reviews are performed per Trophy Point's risk appetite
• Verify that all files meet legal, compliance, and funding requirements prior to approval
• Provide support for borderline or non-standard files requiring management-level review

Team Management & Leadership

• Lead and support a team of 8–10 across U.S. and internationally
• Set weekly priorities, KPIs, and workload management across all loan stages
• Coordinate daily huddles, performance reviews, and training of team members
• Onboard and train new hires, ensuring cross-functional understanding
• Monitor turn times, service levels, and department performance metrics

Technology & Process Optimization

• Maximize utilization of Mortgage Automator , HubSpot , and internal tools for workflow efficiency
• Identify bottlenecks and propose automation or delegation strategies
• Work with Tech and Operations to implement new processes or systems that improve turnaround and borrower experience

Cross-Department Collaboration

• Act as liaison between Sales, Title, Legal, and Finance to ensure transaction timelines are met
• Escalate issues appropriately and serve as the point of contact for high-value or complex transactions
• Support executive leadership in reporting, trend analysis, and business insights

Required Qualifications

• 5+ years of direct experience in residential lending , preferably within hard money, private lending, or mortgage operations
• In-depth knowledge of loan origination , processing , and underwriting functions
• 2+ years in a management or supervisory capacity, ideally managing remote or hybrid teams
• Proficient in CRM systems (preferably HubSpot ) and Loan Origination Software (e.g., Mortgage Automator , etc.)
• Strong organizational skills with the ability to manage a high volume of transactions and competing priorities
• Ability to motivate, train, and hold team members accountable

Preferred Qualifications

• Experience managing offshore staff (e.g., Philippines)
• Exposure to real estate investment loans, fix-and-flip, or bridge financing
• Familiarity with cross-functional loan operations including compliance, legal, and closing

Why Join Trophy Point:

• Opportunity to be part of a fast-growing private direct lender with a commitment to operational excellence.
• Work closely with experienced financial leadership in a dynamic international team.
• Stable, long-term remote role with opportunities for professional growth.
• Contribute to meaningful audit and financial processes that support strategic company goals.

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